⚡ Nhận định nhanh:
- Chạy: Insightly starts at $29/user/month. Nimble’s pricing is a single plan at $24.90 per user/month.
- Phù hợp nhất cho: Insightly suits sales teams that also run projects. Nimble suits việc kinh doanh professionals doing social outreach.
- Điểm khác biệt chính: Insightly bundles project management with CRM. Nimble builds contact records from social and việc kinh doanh dữ liệu.
- Lựa chọn của chúng tôi: Insightly, rated 4.1 versus 3.3, because it covers more business processes in one system.
Nimble and Insightly both call themselves CRM software for small businesses.
They are built for two different jobs.
Nimble CRM is a relationship focused CRM that lives inside your hộp thư đến.
Insightly is a customer relationship management and project management platform in one.
That single difference decides which one fits your business.
Toàn cảnh
Cái này Nhanh nhẹn so với sáng suốt comparison covers pricing, features, and daily functionality.
Của chúng tôi nhà văn spent hands-on time inside a Nimble account.
Notes on Insightly come from its documentation and G2 reviews.
Every price below comes straight from each vendor’s published plans.
By the end you will know which system fits your team.
Insightly là gì?
Insightly is a cloud-based CRM built for small and mid-sized companies.
Anthony Smith founded it in 2009, and Unbounce acquired it in July 2024.
It keeps leads, contacts, sales opportunities, and projects in one place.
The company markets it as a modern CRM teams love to actually open.
What sets it apart is project management sitting next to the sales pipeline.
Sales teams close the deal, then the same record becomes a delivery project.
🏆 Người chiến thắng: Insightly
CRM, project management, and báo cáo in one system. Built for teams that sell and then deliver.
Định giá Insightly
Insightly offers three tiers. Every price is per user, per month.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Các đội bán hàng nhỏ mới bắt đầu |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Teams needing dashboards and app integration |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Full access to every feature |
Pricing verified August 2026.
Dùng thử miễn phí: Insightly’s site lists a free trial of its paid tiers. Trial length and terms are shown at signup.
Đảm bảo hoàn tiền: No published refund window. Check your contract before you commit to an annual term.
📌 Ghi chú: Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same three-tier pricing structure as the CRM.
⚠️ Cảnh báo: The Plus tier gives limited access to most features. The Enterprise tier costs almost double what comparable plans from other CRMs charge.
Những lợi ích chính của Insightly
Here is what makes Insightly CRM worth a look:
- Projects live beside deals: Won sales opportunities convert into projects with milestones. Handoffs between sales and delivery stop breaking.
- Compliance covered: The platform meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for healthcare and regulated services work.
- Các tích hợp AppConnect: A low-code engine offers over 2,000 pre-built connectors. You can wire up apps without a developer.
- Copilot AI: Được tích hợp sẵn trợ lý summarizes emails and retrieves data on request. It cuts the manual reading in your inbox.
- Reporting depth: Reports and dashboards turn raw business data into visual insights. Managers can monitor progress without exporting anything.
- Gantt timelines: A new version in 2025 added Gantt chart visualizations. Project timelines and dependencies are now easier to read.
- Third-party recognition: PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the product.
Những điều nhóm chúng tôi nhận thấy
We have not had extended hands-on time inside a paid Insightly account yet.
Note: The observations above come from Insightly’s published documentation and from G2 reviews. G2 reviews highlight fast setup and a short learning curve. The same reviews flag missing custom workflows on lower tiers.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- Project management and CRM in a single system
- Tuân thủ SOC 2 Loại II, GDPR và HIPAA
- Over 2,000 pre-built AppConnect connectors
- Fast setup and an easy interface to pick up
- Customizable pipelines, Kanban views, and custom fields
❌ Nhược điểm
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows on lower plans
- Not as feature-deep as Zoho CRM overall
- Per-user pricing adds up fast for larger sales teams
Nimble CRM là gì?
Nimble is a relationship-first contact management software for doanh nghiệp nhỏ các đội.
Jon Ferrara launched it in 2009 after pioneering CRM with GoldMine.
It works as a unified relationship management platform layered over your email.
Nimble integrates directly with Google Workspace and Microsoft 365.
The system enriches contacts with mạng xã hội insights and public company records.
That is why people call it a smart CRM rather than a database.
Here is a closer look at how the platform works day to day.
🥈 Runner Up: Nimble CRM
One plan with every feature included. Built for consultants and doanh nghiệp nhỏ teams who sell through relationships.
Bảng giá CRM của Nimble
Nimble keeps one plan. Every feature is included at one price.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Gói trả phí | 24,90 đô la mỗi người dùng/tháng | Consultants and small business teams wanting every feature |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Nimble offers a 14-day free trial so you can test the product first.
Đảm bảo hoàn tiền: None published. The trial is the safety net, so use the full 14 days.
📌 Ghi chú: The plan holds up to 25,000 contacts. Every extra 10,000 contacts costs $10 per month on top of your seats.
⚠️ Pricing conflict flagged: Our data sheet lists $24.90 per user/month, which matches the rate billed annually. Third-party sources report $29.90 per user/month on monthly billing. Confirm your billing cycle at checkout.
Những lợi ích chính của Nimble CRM
Here is what Nimble does that most CRM tools do not:
- No siloed contacts: The platform pulls Gmail, Outlook, LinkedIn, and social media into one profile. All your contacts sit in a single view.
- Enrichment credits: Nimble surfaces extra contact details for people at companies you visit online. That gives small teams real sales intelligence.
- Today page dashboard: One screen shows upcoming activities, deals, and engagement opportunities. It replaces a morning spent digging through tabs.
- Group messaging built in: Send up to 1,000 personalized group messages per month with open and click tracking on the Business Plan.
- Người tìm kiếm nhanh nhẹn: A browser extension captures contact details from any site and adds them to your CRM without typing.
- Deep contact sync: Microsoft 365 gives two-way syncing of contacts and calendar events. Google Workspace contact sync runs one way.
- Communication history: Stored email threads and social messages keep your follow ups grounded in what was actually said.
Những điều nhóm chúng tôi nhận thấy
Our writer set up a Nimble account and worked through a live contact list. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của Nimble CRM
✅ Ưu điểm
- One plan with all features and no upsell tiers
- Clean interface that small businesses pick up quickly
- Lịch sử tìm kiếm liên hệ và giao tiếp mạnh mẽ
- Prospector app captures contact records without manual entry
So sánh tính năng
Here is where the two CRM tools split apart. We compared eleven areas that matter to small business teams.
| Tính năng | Sâu sắc | CRM nhanh nhẹn |
|---|---|---|
| Giá khởi điểm | 29 đô la/người dùng/tháng | 24,90 đô la mỗi người dùng/tháng |
| Gói miễn phí | ❌ | ❌ |
| Quản lý dự án | ✅ | ❌ |
| Làm phong phú thêm mạng xã hội | ❌ | ✅ |
| Nhắn tin nhóm | ❌ | ✅ |
| Tích hợp gốc | ✅ Hơn 2.000 đầu nối | ✅ Hơn 140 ứng dụng |
| Reporting Dashboards | ✅ | ✅ Cơ bản |
| Hỗ trợ hệ thống vé | ✅ Add-on product | ❌ |
| Ứng dụng di động | ✅ iOS và Android | ✅ iOS and Android |
| Tốt nhất cho | Sales teams that deliver projects | Social selling and outreach |
1. Quản lý liên hệ
Thông minh: Contacts, leads, and organization records sit in a structured database. You can customize layouts and add custom fields per record type. It is built for teams that want clean, consistent data entry.
CRM linh hoạt: Contact management works the other way around. The platform builds existing contact records from email, calendar, and social profiles automatically. Type a company name and you get contact insights without hunting through tabs.
2. Sales Pipeline and Deals
Thông minh: Customizable sales pipelines and Kanban views track every stage. An opportunities dashboard shows what is close to closing deals. Multiple pipelines can run side by side for different product lines.
CRM linh hoạt: Deals move through visual Kanban boards too. Pipeline management is simpler here, with fewer stages and fewer settings to configure. That suits solo consultants more than layered sales teams.
3. Quản lý nhiệm vụ và dự án
Thông minh: This is the clearest gap between the two. Projects carry milestones, pipelines, and dependencies, and Gantt charts landed in 2025. You can assign tasks to any team member from web or mobile.
CRM linh hoạt: Task management covers activities, reminders, and follow ups tied to a contact. You can quickly create tasks and hand them to a colleague. There is no project layer, so delivery work needs another tool.
⚠️ Cảnh báo: If your team bills for delivery work, Nimble alone will not cover it. Budget for a separate project tool before you compare prices.
4. Tự động hóa quy trình làm việc
Thông minh: Quy trình làm việc tự động hóa handles record updates, alerts, and multi-step business processes. Copilot, the Trợ lý AI, summarizes long email threads. Custom workflows are gated behind higher tiers, which is a common complaint.
CRM linh hoạt: Workflow templates let you run repeatable processes on Kanban boards. Onboarding, hiring, and renewal sequences all fit the same model. It is lighter than Insightly but available on the only plan.
5. Email and Group Messaging
Thông minh: You get email templates, tracking, and the option to schedule emails from inside a record. Bulk campaigns belong to Insightly Marketing, sold as a separate product. Marketing teams usually buy both.
CRM linh hoạt: Group messages ship with the plan, capped at 1,000 per month. Open and click tracking is included, and automated email sequences handle nurturing relationships. No second purchase required.
6. Prospecting and Company Records
Thông minh: Organization records link every contact, deal, and project to one company. It is excellent for account history. Insightly does not enrich records from public social profiles on its own.
CRM linh hoạt: Nimble Prospector runs in your browser and pulls details from LinkedIn or any company site. One click adds the person to your list. For social selling this is the strongest feature either tool offers.
7. Automations and Reporting
Thông minh: Reporting is the stronger half of this pairing. Dashboards chart pipeline, activity, and revenue so managers monitor progress at a glance. Dashboard access is limited on the Professional tier.
CRM linh hoạt: Automations cover task assignment, reminders, and message sequences. Reporting highlights areas of potential improvement but stays basic. Expect activity summaries, not custom revenue models.
8. Sự tích hợp
Thông minh: AppConnect is a low-code engine with over 2,000 pre-built connectors. You build multi-step flows between apps without writing code. That is the widest integration reach of the two.
CRM linh hoạt: The platform connects to more than 140 SaaS apps and social networks. Many of those links still route through Zapier or Pabbly. Native depth is best with Microsoft and Google accounts.
9. Web Forms and Lead Capture
CRM linh hoạt: An online form thợ xây captures visitor details straight from your website. New submissions land as contacts, so you manage leads without a middle step. Nimble contacts stay in sync from that moment on.
Thông minh: Lead capture is handled through Insightly Marketing or an AppConnect flow. The CRM itself expects leads to arrive from another source. Since the Unbounce merger, landing pages feed that pipeline.
10. Support and Ticketing
Thông minh: Insightly Service adds tickets, a knowledge base, and a customer portal. It shares data with the CRM, which helps customer retention after the sale. It is a paid add-on, not part of the base plan.
CRM linh hoạt: There is no ticketing module at all. Support conversations live in the shared inbox and contact timeline. Teams running formal service desks will need a separate system.
11. Định giá & Chi phí
Hãy cùng so sánh hai bản thiết kế này cạnh nhau.
| Kế hoạch cấp độ | Sâu sắc | CRM nhanh nhẹn |
|---|---|---|
| Lối vào | Thêm nữa — $29/người dùng/tháng | Paid Plan — $24.90 per user/month |
| Giữa | Chuyên nghiệp — 49 đô la/người dùng/tháng | Loading... |
| Đứng đầu | Phiên bản doanh nghiệp — 99 đô la/người dùng/tháng | Loading... |
| Số lượng kế hoạch | 3 | 1 |
Thông minh: The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 is where costs bite, roughly double comparable Zoho CRM plans. You pay more, but project management and reporting come with it.
CRM linh hoạt: One plan removes the guesswork entirely. At $24.90 per user/month you get every feature, which is cheap for this category. Watch the contact ceiling, since extra storage adds $10 per month per 10,000 contacts.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| The lowest seat price | CRM nhanh nhẹn | $4.10 cheaper per user |
| Project delivery tracking | Sâu sắc | Các mốc quan trọng và biểu đồ Gantt |
| Social selling and outreach | CRM nhanh nhẹn | Prospector plus social enrichment |
| Tuân thủ HIPAA hoặc SOC 2 | Sâu sắc | Certified against both standards |
| Deep app integrations | Sâu sắc | Hơn 2.000 trình kết nối AppConnect |
| One simple plan | CRM nhanh nhẹn | Every feature, no tier upgrades |
💰 Ngân sách của bạn
Nimble costs $24.90 per user each month with everything included. Insightly starts lower in features at $29 and climbs to $99 for full access.
🔌 Bộ công nghệ của bạn
Nimble is the better fit if your company runs on Microsoft 365 or Google Workspace. Insightly wins when you need to connect finance, support, and marketing tự động hóa apps together.
📝 Chiến lược bán hàng của bạn
Relationship sellers who work LinkedIn and email get more from Nimble. Teams running structured deal stages toward closing deals get more from Insightly.
🎓 Trình độ kinh nghiệm của bạn
Both keep the learning curve short, and neither is the perfect CRM for every team. Nimble asks less of a first-time user, while Insightly rewards anyone willing to customize.
🆓 Dùng thử và bản demo miễn phí
Nimble gives you a 14-day free trial with instant access to every feature. Insightly runs trials and guided demos, so book one before you pick a tier.
🛟 Support and Team Collaboration
Insightly supports team collaboration through shared projects, tasks, and a service portal. Nimble keeps collaboration lighter, centered on shared contacts and communications.
Hướng dẫn chuyển đổi
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nimble CRM?
✅ Những lợi ích bạn sẽ nhận được:
- A cheaper seat price with every feature unlocked
- Social profiles and contact insights attached automatically
- Group messaging and the Nimble app on iOS and Android
❌ Những gì bạn sẽ mất:
- Project management with milestones and Gantt charts
- SOC 2 Type II, GDPR, and HIPAA compliance coverage
- AppConnect and the ticketing side of Insightly Service
📋 Cách chuyển đổi:
- Export contacts, organizations, and open deals to CSV
- Start the 14-day trial and connect your email account
- Import the CSV, then let the system enrich each record
🔄 Switching from Nimble CRM to Insightly?
✅ Những lợi ích bạn sẽ nhận được:
- Projects, milestones, and delivery tracking beside deals
- Reports and dashboards that managers can act on
- Add-on products for service and marketing automation
❌ Những gì bạn sẽ mất:
- Automatic social enrichment on every contact record
- Built-in group messages with open and click tracking
- The single-plan simplicity of Nimble’s pricing model
📋 Cách chuyển đổi:
- Export all your contacts and deal history from Nimble
- Pick a tier and map custom fields before importing
- Rebuild pipelines, then assign tasks to each team member
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small business teams and independent business professionals. We did not test enterprise rollouts, custom API work, or bulk seat licensing. Insightly’s paid add-ons were reviewed on paper rather than in daily use. Our notes reflect the August 2026 versions of both products, and functionality changes often. If you manage fifty or more users, your priorities will differ from what we covered here.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | CRM nhanh nhẹn |
| 🚀 Các tính năng cốt lõi của CRM | Sâu sắc |
| 🧩 Project Management | Sâu sắc |
| 🤝 Relationship Insights | CRM nhanh nhẹn |
| 📊 Reporting and Dashboards | Sâu sắc |
| 🔌 Tích hợp | Sâu sắc |
| 👶 Dễ sử dụng | CRM nhanh nhẹn |
| 🔐 Compliance and Security | Sâu sắc |
| 🏆 Người chiến thắng chung cuộc | Sâu sắc |
🏆 NGƯỜI CHIẾN THẮNG: INSIGHTLY
Insightly wins 5 out of 8 categories.
Phù hợp nhất cho: Agencies and consultancies, sales teams that deliver projects, and regulated services businesses
These two products answer different questions. Insightly asks how work gets delivered after the sale. Nimble asks how the relationship gets built before it.
Insightly earns the higher 4.1 rating because it covers more ground. One system holds customers, projects, reporting, and compliance, which helps a growing company drive business growth without stitching four apps together.
Nimble is excellent at what it does. For a consultant chasing referrals on LinkedIn, better relationship management beats a project module every time. Its 3.3 rating reflects breadth, not quality.
Pick Nimble if outreach and business growth come from your own network. Pick Insightly if your team needs to sell, deliver, and report inside one platform.
So sánh chi tiết hơn với Insightly
Here is how Insightly holds up against its closest rivals:
Insightly thắng nhờ: native project delivery, flatter per-seat costs at the Plus tier, HIPAA coverage for regulated work
HubSpot thắng nhờ: a genuinely usable free tier, richer marketing automation, a far larger partner and training network
Insightly thắng nhờ: a quicker rollout, a cleaner data import process, project milestones built into the same records
Zoho CRM vượt trội ở các điểm sau: deeper feature coverage overall, roughly half the Enterprise seat price, a wider bundle of sibling business apps
Sâu sắc so với Truyền động đường ống
Insightly thắng nhờ: post-sale project tracking, AppConnect’s 2,000-plus connectors, compliance certifications for healthcare clients
Pipedrive thắng nhờ: faster daily pipeline entry, a lower entry price, mobile business card scanning that speeds up event follow-up
Sâu sắc so với Salesforce
Insightly thắng nhờ: setup speed measured in days, no admin headcount required, total cost of ownership for teams under fifty seats
Salesforce thắng thế nhờ: unmatched customization depth, an enormous app marketplace, reporting that scales to thousands of users
So sánh chi tiết hơn về Nimble CRM
Nimble competes with a different crowd. This video walks through the closest alternatives.
Nimble CRM chiến thắng nhờ: automatic social enrichment, one flat plan instead of tiers, tighter Microsoft 365 two-way sync
HubSpot thắng nhờ: a free starting tier, campaign reporting depth, native landing pages and forms at scale
So sánh Nimble CRM và Capsule CRM
Nimble CRM chiến thắng nhờ: the Prospector browser extension, richer profile enrichment, group messages included in the plan
Capsule CRM vượt trội nhờ: a free plan for very small teams, simpler pipeline setup, lower cost per seat at entry level
So sánh Nimble CRM và Keap
Nimble CRM chiến thắng nhờ: a much lower monthly cost, faster onboarding for non-technical users, social prospecting tools Keap does not offer
Keap thắng nhờ: full marketing automation sequences, native invoicing and payments, appointment booking built into the same account
So sánh Nimble CRM và Monday CRM
Nimble CRM chiến thắng nhờ: contact enrichment from public profiles, email-first workflow, cheaper access to every feature
CRM thắng lớn vào thứ Hai nhờ: board-level productivity views, stronger team dashboards, a work platform that stretches beyond sales. For example, marketing teams run campaigns on the same boards.
Câu hỏi thường gặp
Nimble CRM làm được những gì?
It unifies contacts, email, and social profiles into one record. The system tracks deals, sends group messages, and reminds you when to reconnect with someone.
Nimble có giá bao nhiêu mỗi tháng?
$24.90 per user each month at the annual rate. Third-party sources list $29.90 on monthly billing. Every feature is included, along with 25,000 contacts.
Insightly được dùng để làm gì?
Teams use it to manage leads, contacts, and sales opportunities, then turn won deals into projects with milestones and tasks. Reporting and dashboards come standard.
Insightly có dễ sử dụng không?
Yes. G2 reviews highlight fast setup and a short learning curve. Getting data into the system is straightforward, though custom workflows sit on higher tiers.
Nhược điểm của Nimble là gì?
No project management, basic reporting, and several integrations that need Zapier or Pabbly. The Android app also scores lower in reviews than the iOS version.
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